LIM
Lathrop Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Hold |
7,126
| – | – | 0.12% | 56 |
|
|
2025
Q1 | $655K | Buy |
7,126
+3
| +0% | +$276 | 0.13% | 58 |
|
|
2024
Q4 | $586K | Buy |
7,123
+15
| +0.2% | +$1.23K | 0.11% | 62 |
|
|
2024
Q3 | $641K | Buy |
7,108
+218
| +3% | +$19.7K | 0.12% | 61 |
|
|
2024
Q2 | $534K | Hold |
6,890
| – | – | 0.1% | 59 |
|
|
2024
Q1 | $494K | Hold |
6,890
| – | – | 0.1% | 58 |
|
|
2023
Q4 | $483K | Sell |
6,890
-392
| -5% | -$27.5K | 0.1% | 55 |
|
|
2023
Q3 | $471K | Sell |
7,282
-130
| -2% | -$8.41K | 0.1% | 57 |
|
|
2023
Q2 | $521K | Sell |
7,412
-40
| -0.5% | -$2.81K | 0.11% | 54 |
|
|
2023
Q1 | $518K | Hold |
7,452
| – | – | 0.11% | 54 |
|
|
2022
Q4 | $532K | Buy |
7,452
+482
| +7% | +$34.4K | 0.12% | 56 |
|
|
2022
Q3 | $474K | Hold |
6,970
| – | – | 0.13% | 50 |
|
|
2022
Q2 | $497K | Hold |
6,970
| – | – | 0.12% | 51 |
|
|
2022
Q1 | $505K | Sell |
6,970
-100
| -1% | -$7.25K | 0.11% | 49 |
|
|
2021
Q4 | $485K | Hold |
7,070
| – | – | 0.1% | 52 |
|
|
2021
Q3 | $438K | Sell |
7,070
-50
| -0.7% | -$3.1K | 0.09% | 50 |
|
|
2021
Q2 | $431K | Sell |
7,120
-480
| -6% | -$29.1K | 0.09% | 50 |
|
|
2021
Q1 | $472K | Buy |
7,600
+750
| +11% | +$46.6K | 0.11% | 49 |
|
|
2020
Q4 | $421K | Sell |
6,850
-800
| -10% | -$49.2K | 0.1% | 51 |
|
|
2020
Q3 | $415K | Hold |
7,650
| – | – | 0.12% | 51 |
|
|
2020
Q2 | $397K | Sell |
7,650
-4,000
| -34% | -$208K | 0.12% | 53 |
|
|
2020
Q1 | $631K | Buy |
11,650
+100
| +0.9% | +$5.42K | 0.22% | 42 |
|
|
2019
Q4 | $736K | Buy |
11,550
+320
| +3% | +$20.4K | 0.2% | 37 |
|
|
2019
Q3 | $694K | Buy |
11,230
+3,910
| +53% | +$242K | 0.19% | 38 |
|
|
2019
Q2 | $405K | Sell |
7,320
-410
| -5% | -$22.7K | 0.11% | 48 |
|
|
2019
Q1 | $399K | Buy |
7,730
+1,320
| +21% | +$68.1K | 0.12% | 48 |
|
|
2018
Q4 | $282K | Sell |
6,410
-65
| -1% | -$2.86K | 0.1% | 49 |
|
|
2018
Q3 | $282K | Hold |
6,475
| – | – | 0.07% | 52 |
|
|
2018
Q2 | $300K | Buy |
6,475
+1,675
| +35% | +$77.6K | 0.08% | 50 |
|
|
2018
Q1 | $214K | Hold |
4,800
| – | – | 0.06% | 57 |
|
|
2017
Q4 | $231K | Hold |
4,800
| – | – | 0.06% | 58 |
|
|
2017
Q3 | $236K | Hold |
4,800
| – | – | 0.07% | 54 |
|
|
2017
Q2 | $230K | Hold |
4,800
| – | – | 0.07% | 53 |
|
|
2017
Q1 | $239K | Sell |
4,800
-215
| -4% | -$10.7K | 0.07% | 53 |
|
|
2016
Q4 | $247K | Sell |
5,015
-4,800
| -49% | -$236K | 0.07% | 55 |
|
|
2016
Q3 | $514K | Buy |
9,815
+5,015
| +104% | +$263K | 0.08% | 55 |
|
|
2016
Q2 | $257K | Hold |
4,800
| – | – | 0.08% | 56 |
|
|
2016
Q1 | $248K | Hold |
4,800
| – | – | 0.08% | 53 |
|
|
2015
Q4 | $225K | Hold |
4,800
| – | – | 0.07% | 54 |
|
|
2015
Q3 | $215K | Hold |
4,800
| – | – | 0.07% | 55 |
|
|
2015
Q2 | $201K | Hold |
4,800
| – | – | 0.07% | 59 |
|
|
2015
Q1 | $213K | Hold |
4,800
| – | – | 0.07% | 54 |
|
|
2014
Q4 | $236K | Hold |
4,800
| – | – | 0.09% | 51 |
|
|
2014
Q3 | $210K | Sell |
4,800
-166
| -3% | -$7.26K | 0.08% | 52 |
|
|
2014
Q2 | $225K | Hold |
4,966
| – | – | 0.09% | 54 |
|
|
2014
Q1 | $218K | Hold |
4,966
| – | – | 0.09% | 54 |
|
|
2013
Q4 | $204K | Buy |
+4,966
| New | +$204K | 0.09% | 53 |
|